Managing Profile Subscription
When OPERA Cloud is integrated with an external CRM Leisure or Loyalty system, the profile details are synchronized between systems based on a subscription.
The Profile Subscriptions panel displays a list of the integrated systems to which the current profile is subscribed. The following information is displayed
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Database: Name of the external system to which the profile subscribes.
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Subscribed Date: Date when the profile subscribed to the external system.
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Profile ID: Unique ID for this profile in OPERA Cloud and external system.
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Last Distributed: Date when profile updates were last downloaded to OPERA Cloud.
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Last Activity: Date of the last activity for this profile.
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Distribute: Indicates if this profile is set to automatically receive profile updates from the external system.
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Force: Indicated if the profile data will be changed to agree with the external system in the event of a discrepancy.
Subscribing Profile to an External System
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria and click Search.
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Select the profile in the search results, click the I Want To . . . action, and select Subscription or open the profile and click the Subscription link in Profile Presentation.
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Click Subscribe and enter the following:
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Database: Click to select the integrated system from the list.
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Click Save.
Editing Subscription to an External System
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria and click Search.
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Select the profile in the search results, click the I Want To . . . action, and select Subscription or open the profile and click the Subscription link in Profile Presentation.
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Select the external system, click the vertical ellipsis, and select Edit.
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Distributed: Select this check box to have profile updated in the external database automatically distributed to the OPERA Cloud profile.
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Forced: Select for force updates from external system should the data in the two systems not match.
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Click Save.
Deleting Subscription to an External System
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria and click Search.
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Select the profile in the search results, click the I Want To . . . action, and select Subscription or open the profile and click the Subscription link in Profile Presentation.
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Select the external system, click the vertical ellipsis, and select Delete.
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Click Delete to confirm.
Re-Subscribing All
To re-subscribe the profile to all of the external systems that are listed, do the following:
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From the OPERA Cloud menu, select Client Relations, select Profile, and select Manage Profile.
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Enter search criteria and click Search.
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Select the profile in the search results, click the I Want To . . . action, and select Subscription or open the profile and click the Subscription link in Profile Presentation.
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Click the vertical ellipsis and select Re-subscribe All.